← All themes Defense Modernization

Drones & Counter-Drone

Cheap uncrewed systems have changed how wars are fought, and defending against them has become as urgent as fielding them. Both sides of that exchange are now funded procurement lines.

30 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	HSBC Holdings London, United Kingdom	$55.6M	+$11.1M	4	0.11%	Increased
152	Primecap Management Pasadena, California	$54.5M	$0	1	0.05%	Maintained
153	HM Payson & Co Portland, Maine	$54.3M	+$3.1M	2	1.82%	Increased
154	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$54.2M	-$85.2K	2	1.86%	Reduced
155	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$53.4M	+$6.05M	3	0.31%	Increased
156	BAMCO Inc New York	$53.2M	+$44.5M	1	0.19%	Increased
157	Wedge Capital Management Charlotte, North Carolina	$53.1M	+$20.9M	1	0.73%	Increased
158	Two Sigma Investments New York	$52.4M	+$54.8M	5	0.26%	Increased
159	Westwood Holdings Group Dallas, Texas	$52.3M	-$54.7M	2	0.69%	Reduced
160	LSV Asset Management Chicago, Illinois	$52.1M	+$17.9M	2	0.11%	Increased
161	Squarepoint New York	$51.7M	+$48.8M	6	0.84%	Increased
162	Snyder Capital Management San Francisco, California	$51.5M	+$566K	1	2.33%	Increased
163	Voloridge Investment Management Jupiter, Florida	$50.6M	+$49.1M	4	0.58%	Increased
164	Asset Management One Tokyo, Japan	$50.1M	-$1.82M	3	0.25%	Reduced
165	CI Investments Inc Toronto, Ontario, Canada	$50M	+$18.5M	3	0.27%	Increased
166	Clark Capital Management Group Philadelphia, Pennsylvania	$49.6M	+$509K	2	0.93%	Increased
167	Luther King Capital Management (LKCM) Fort Worth, Texas	$49.2M	+$17.2M	2	0.34%	Increased
168	Canada Life Winnipeg, Manitoba, Canada	$49M	-$5.39M	5	0.11%	Reduced
169	Rothschild & Co Asset Management US Stamford, Connecticut	$48.2M	-$3.52M	2	0.71%	Reduced
170	SAM Scopus Asset Management New York	$47.8M	+$38.6M	2	1.35%	Increased
171	RP RR Partners New York	$47.2M	$0	1	8.09%	Maintained
172	Robeco Institutional Asset Management Rotterdam, Netherlands	$47.1M	-$22.4M	3	0.16%	Reduced
173	Homestead Advisers Arlington, Virginia	$46.4M	+$65.6K	1	1.19%	Increased
174	Two Sigma Advisers New York	$46.3M	+$34.2M	4	0.14%	Increased
175	Fifth Third Bancorp Cincinnati, Ohio	$45.9M	-$3.55M	4	0.28%	Reduced